# Facebook Lead Ads implementation handoff

Fixture: `fictional-clearmetric-instant-form`  
Fictional example: **Yes**

This handoff keeps planning, launch and observed delivery separate. A blank or unobserved value is Unknown. Unknown does not mean No, zero, approved or ready.

## 1. Route and offer

- Route: **INSTANT_FORM**
- Reason: The promised next step is a short workbook download and requires five low-risk fields.
- Audience: Finance leaders at B2B software companies
- Offer: 30-minute pipeline planning workbook
- Promised next action: Open the workbook immediately; a planning call is optional.
- Draft state: **DRAFT_READY**

## 2. Ad-to-form message contract

- Ad opening: Set next quarter's pipeline target with the numbers your finance and revenue teams already have.
- Headline: Build your pipeline target in 30 minutes
- CTA: Download
- Form or page introduction: Get the workbook and the inputs needed to set a first pipeline target.
- Ending: Your pipeline workbook is ready. Open it now. A planning call is optional after the worksheet.
- Destination URL: https://example.invalid/pipeline-workbook

## 3. Selected route details

- Campaign ID: CAMPAIGN-FICTIONAL-3101
- Ad set ID: ADSET-FICTIONAL-6201
- Ad ID: AD-FICTIONAL-9301
- Facebook Page ID: PAGE-FICTIONAL-1042
- Instant Form ID: FORM-FICTIONAL-8821
- Instant Form type: HIGHER_INTENT
- Website URL: NOT_APPLICABLE
- Inspected website headline: NOT_APPLICABLE
- Inspected website action: NOT_APPLICABLE
- Tracking specification: Preserve campaign, ad set, ad, Page, form and Meta lead IDs in the CRM source record; no URL parameters apply to this Instant Form-only fixture.
- Form state: **FORM_READY**

## 4. Fields and qualification

| Source field | Purpose | Destination | Type | Owner | Missing or invalid behavior |
| --- | --- | --- | --- | --- | --- |
| full_name | Identify the person | contact_name | text | Fictional marketing operations owner | Hold the record and alert the failure owner; do not invent or coerce a value. |
| work_email | Deliver and match the record | email | email | Fictional marketing operations owner | Hold the record and alert the failure owner; do not invent or coerce a value. |
| company_name | Identify and deduplicate the account | company_name | text | Fictional marketing operations owner | Hold the record and alert the failure owner; do not invent or coerce a value. |
| employee_range | Choose the planning example and follow-up lane | employee_range | controlled_text | Fictional marketing operations owner | Hold the record and alert the failure owner; do not invent or coerce a value. |
| planning_stage | Route the planning window | planning_stage | controlled_text | Fictional marketing operations owner | Hold the record and alert the failure owner; do not invent or coerce a value. |

| Question | Options | Decision supported | Source | Destination | Type | Owner | Missing or invalid behavior |
| --- | --- | --- | --- | --- | --- | --- | --- |
| When will you set the next pipeline target? | This month; This quarter; Later; Researching | This month and This quarter enter the active-planning lane. | planning_stage | planning_stage | controlled_text | Fictional demand generation owner | Hold routing as Unknown and send the record to the failure owner. |
| How many people work at the company? | 1-49; 50-249; 250-999; 1000+ | Select the planning example and follow-up lane; this answer alone does not qualify the record. | employee_range | employee_range | controlled_text | Fictional demand generation owner | Hold routing as Unknown and send the record to the failure owner. |

## 5. Privacy, consent and ending

- Privacy URL: https://example.invalid/privacy
- Notice: We use the supplied information to deliver the workbook and route the optional follow-up requested in this form.
- Approval owner: Fictional privacy owner
- Approval state and date: APPROVED_FICTIONAL_2026-09-27
- Approval date: 2026-09-27
- Disclaimer response type: boolean_or_text_per_approved_notice
- Custom disclaimer destination: lead_form_notice_response

## 6. CRM handoff

- Destination: Fictional CRM lead object
- Record owner: Fictional demand generation queue
- Deduplication rule: Match normalized work email inside the same business unit; update source fields on an existing contact and record the matched CRM ID.
- Response target: One elapsed hour from accepted CRM intake, America/New_York
- Failure owner: Fictional marketing operations owner
- Escalation: Alert the fictional marketing operations owner and keep the record on Hold until corrected.
- CRM state: **CRM_READY**

| Source | Destination | Type | Transformation | Missing or invalid behavior |
| --- | --- | --- | --- | --- |
| meta_lead_id | meta_lead_id | unique_text | None | Hold the record and alert the failure owner; preserve the original value. |
| meta_page_id | meta_page_id | text | None | Hold the record and alert the failure owner; preserve the original value. |
| meta_form_id | meta_form_id | text | None | Hold the record and alert the failure owner; preserve the original value. |
| created_time | source_created_at | timestamp_with_timezone | None | Hold the record and alert the failure owner; preserve the original value. |
| full_name | contact_name | text | None | Hold the record and alert the failure owner; preserve the original value. |
| work_email | email | email | None | Hold the record and alert the failure owner; preserve the original value. |
| company_name | company_name | text | None | Hold the record and alert the failure owner; preserve the original value. |
| employee_range | employee_range | controlled_text | None | Hold the record and alert the failure owner; preserve the original value. |
| planning_stage | planning_stage | controlled_text | None | Hold the record and alert the failure owner; preserve the original value. |
| custom_disclaimer_response | lead_form_notice_response | text_or_boolean_per_approved_contract | None | Hold the record and alert the failure owner; preserve the original value. |

## 7. Test states

- Transport origin: META_TESTING_TOOL_ORGANIC_NOT_AD_ASSOCIATED
- Transport result: TRANSPORT_VERIFIED_FICTIONAL
- Transport state: **TRANSPORT_VERIFIED**
- Claimed source-origin state: SOURCE_ORIGIN_HOLD
- Evaluated source-origin state: **SOURCE_ORIGIN_HOLD**
- Source-origin evidence: Unknown
- Source-origin owner: Fictional paid media owner
- Exact next request: Operate one controlled submission through the selected real source path, then read back exact values, destination record ID and owner.
- Launch state: **LAUNCH_HOLD**

The Meta Lead Ads Testing Tool creates fake organic leads that are not associated with an ad. A successful tool test can verify transport after destination read-back. It cannot verify paid or selected real-source origin.

## 8. Open requests

- `req-source-origin-proof`: Operate one controlled submission through the selected real source path and read it back in the destination. Owner: source_origin.